Investment Options

You can trust BGCF to steward the philanthropic assets in your fund so that they are ready when you need them. We offer a variety of investment solutions including a selection of investment pools with access to world-class investment managers and strategies.  If you prefer, our individually managed fund program provides you the opportunity to choose a trusted investment professional to manage a custom portfolio for your fund. All investments are overseen by our experienced investment committee, staff and consultants. 

 

Investment Pools

We offer six investment pools for our non-endowed funds, designed to meet a range of philanthropic goals and time horizons. Fund advisors must allocate the entire balance of their fund to one pool.   We maintain your fund's investment pool allocation through regular monthly rebalancing. Pool allocations may be changed once per year or upon a significant change in charitable goals or time horizon. For additional detail, click on the name of each investment pool in the table below.  For a current performance report, contact us

Investment Pool

 

Investment Horizon

 

Description

Endowment Permanent

Diversified portfolio of global stocks and bonds
77% equity, 23% fixed income

Endowment Socially Responsible Permanent

Diversified portfolio of global stocks and bonds from companies with strong financial and social records
77% equity, 23% fixed income

Long-Term 10 years or more

Diversified portfolio of global stocks and bonds
77% equity, 23% fixed income

Moderate 5 years or more

Diversified portfolio of global stocks and bonds
51.5% equity, 48.5% fixed income

Moderate Socially Responsible 5 years or more

Diversified portfolio of global stocks and bonds from companies with strong financial and social records
51.5% equity, 48.5% fixed income

Conservative 3 years or more

Diversified portfolio of global stocks and bonds
37%  equity,  63% fixed income

Risk Averse 0 to 3 years

100% money market securities and bank CDs

Equity Pool 10 years or more

100% global stocks

 

Individually Managed Funds

The Foundation recognizes the value of allowing donors to recommend a trusted investment advisor to manage their fund and ensure its growth.  External advisors must manage the charitable assets of the fund to align with one of the investment pools listed above, as selected by the donor.

 

Blue Grass Community Foundation is not engaged in rendering legal, financial, or tax advice. Information in our publications and on our website is provided as a service to provide general information about charitable giving. Many topics related to charitable giving have complexities and nuances that cannot be adequately detailed in brief articles or announcements. Individuals’ personal situations may vary. Please consult your financial or legal advisor. Performance data is based on past performance and is no guarantee of future results.

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